Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liam? Claim Your ProfileLiam Kelly Methven is an Investment Advisor Representative with Forum Financial Management, LP. Liam joined Forum Financial Management in October 2024. Liam has been working in the financial services industry for 2 years and has a strong background in the field. Liam's professional experience includes previous roles at Red Ventures and the University of Virginia. Liam's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Liam holds the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
11/05/2024 - Present
Forum Financial Management, LP (LOMBARD IL)
Active
Inactive
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